Jan is the Vice Chairman of Legacy Planning Partners.  He is also a Senior Partner and manages our Lehigh Valley office.  Since starting his career in 1980, Jan has helped hundreds of business owners and successful professionals plan for and achieve their financial goals. 

Experience: 
In 1999, Jan cofounded Legacy Planning Partners, a fee-based financial planning firm that provides comprehensive financial advice and services to individuals, families and businesses.  Jan’s strengths include his experience and his ability to perceive future obstacles and opportunities. He believes that today's complex world of financial services and financial advice takes someone with experience and wisdom to turn information into execution. Jan has surrrounded himself with a staff of experts in the fields of employee benefits, estate, investment, and tax planning. Working together with each client's accountant and attorney, Jan uses a team approach to produce customized financial plans.

Education:
Jan graduated from Millersville University with a business degree in 1980 and has a Masters of Science in Financial Services from The American College.  He is a Certified Financial Planner™ and holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) professional designations.

Personal:
An avid golfer, reader and traveler, Jan resides in the Lehigh Valley with his wife Alisa. He enjoys spending time with their two daughters, Jenna and Angie and their families.